Core Viewpoint - The company has decided not to exercise the early redemption rights of the "Dazhong Convertible Bonds" and will not do so for the next three months, indicating a strategic decision to maintain its current financial position [1] Group 1 - The sixth board meeting of the company will be held on November 13, 2025, to discuss the status of the "Dazhong Convertible Bonds" [1] - The company will not exercise the early redemption rights during the period from November 14, 2025, to February 13, 2026, even if the conditional redemption clauses are triggered [1] - A decision regarding the early redemption rights will be made at a future board meeting if the "Dazhong Convertible Bonds" trigger the conditional redemption clauses after February 13, 2026 [1]

Core Viewpoint - The announcement from Dazhong Mining indicates that its controlling shareholder, Zhongxing Group, has pledged 150 million shares for the issuance of exchangeable bonds, but has recently unpledged 65 million shares due to the company's strong stock performance since June [1] Group 1 - Dazhong Mining's controlling shareholder, Zhongxing Group, pledged 150 million shares of the company for bond issuance needs in June 2025 [1] - The company's stock has shown significant improvement, with a notable increase since June [1] - As a result of the positive stock performance, Zhongxing Group has unpledged 65 million shares [1]

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2025-126 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | 大中矿业股份有限公司 关于控股股东部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 | 众兴 集团 | 699,787,182 | 46.40% | 223,660,000 | 31.96% | 14.83% | 0 | 0 | 0 | 0 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 林来嵘 | 203,083,995 | 13.47% | 19,330,000 | 9.52% | 1.28% | 0 | 0 | 0 | 0 | | 安素梅 | 18,890,600 | 1.25% | 0 | 0 | 0 | 0 | 0 | 0 | 0 | | 安凤梅 | 3,400,000 | 0.23% | 0 | 0 | 0 | 0 | 0 | 0 | 0 | | 林圃生 | ...

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2025-124 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | 大中矿业股份有限公司 第六届董事会第二十次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 三、备查文件 《大中矿业股份有限公司第六届董事会第二十次会议决议》 特此公告。 大中矿业股份有限公司 大中矿业股份有限公司（以下简称"公司"）第六届董事会第二十次会议通 知于 2025 年 11 月 10 日以电子邮件形式通知全体董事，会议于 2025 年 11 月 13 日下午 16:00 以通讯方式召开，本次会议应参会董事 7 名，实际参会董事 7 名。 会议由公司董事长牛国锋先生主持，本次会议的召集、召开程序符合《中华 人民共和国公司法》（以下简称"《公司法》"）相关法律、行政法规、部门规 章、规范性文件和《公司章程》有关规定。 二、董事会会议审议情况 经与会董事认真审议，会议审议并通过了以下议案： 审议通过《关于公司不提前赎回"大中转债"的议 ...

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2025-125 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | 大中矿业股份有限公司 关于不提前赎回"大中转债"的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 1 2028 年 8 月 16 日。 3、可转债转股价格调整情况 公司于 2023 年 5 月 9 日披露了《2022 年度权益分派实施公告》（公告编号： 2023-060），根据相关法规和《募集说明书》的规定，需要调整转股价格。"大 中转债"的转股价格由 11.36 元/股调整为 11.06 元/股，调整后的转股价格自 2023 年 5 月 16 日 起 生 效 。 具 体 内 容 详 见 公 司 同 日 于 巨 潮 资 讯 网 （www.cninfo.com.cn）上披露的《关于调整"大中转债"转股价格的公告》（公 告编号：2023-059）。 大中矿业股份有限公司（以下简称"公司"）股票收盘价自 2025 年 10 月 24 日至 2025 年 11 月 13 日已有 ...

大中矿业公告称，控股股东众兴集团于2025年6月19日将1.5亿股股份质押，因近期公司股价较6月涨幅 明显，于11月11日提前解除质押6500万股，占其所持股份比例9.29%，占公司总股本比例4.31%，质权 人为星展证券（中国）有限公司。截至公告披露日，众兴集团及其一致行动人累计质押股份2.70亿股， 占其所持公司股份比例为27.27%，风险可控。 ...

| 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-11-13 | 001203 | 大中矿业 | 24.38 | 10.26 | | 250.14 华福证券有限责任 | 中信建投证券股份 | | | | | | | | 公司上海浦东新区 | 有限公司北京朝外 | 11月13日，大中矿业大宗交易成交10.26万股，成交额250.14万元，占当日总成交额的0.26%，成交价 24.38元，较市场收盘价25.53元折价4.5%。 ...

Group 1 - The metal lead concept increased by 4.27%, ranking fourth among concept sectors, with 33 stocks rising, including Xingye Yinxin, Guocheng Mining, and Dazhong Mining hitting the daily limit [1] - Leading gainers in the metal lead sector included Huaxi Nonferrous, Shengda Resources, and Yuguang Gold Lead, which rose by 8.55%, 7.97%, and 7.54% respectively [1] - The sector saw a net inflow of 3.064 billion yuan from main funds, with 29 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top net inflow stock was Zijin Mining, with a net inflow of 682 million yuan, followed by Shengtun Mining, Xingye Yinxin, and Hebang Biological, with net inflows of 610 million yuan, 563 million yuan, and 291 million yuan respectively [2] - In terms of net inflow ratios, Shengtun Mining, Jinhui Co., and Hebang Biological led with ratios of 20.05%, 17.15%, and 17.01% respectively [3] - The overall performance of the metal lead sector was strong, with significant contributions from various companies, indicating a positive market sentiment [2][3]

Core Viewpoint - The steel raw materials sector experienced a significant increase of 4.65% on November 13, with major mining companies leading the gains, reflecting positive market sentiment and trading activity in this sector [1]. Market Performance - The Shanghai Composite Index closed at 4029.5, up 0.73% - The Shenzhen Component Index closed at 13476.52, up 1.78% [1]. Individual Stock Performance - Major mining companies showed notable price increases: - Dazhong Mining (001203) rose by 10.00% to a closing price of 25.53, with a trading volume of 390,200 shares and a transaction value of 973 million yuan - Yidian Tishi (601968) increased by 7.64% to 11.84, with a trading volume of 943,500 shares and a transaction value of 1.106 billion yuan - Fangda Carbon (600516) saw a rise of 4.08% to 6.64, with a trading volume of 3,029,600 shares and a transaction value of 199.8 million yuan [1]. Capital Flow Analysis - The steel raw materials sector had a net inflow of 486 million yuan from major funds, while retail investors experienced a net outflow of 307 million yuan [1]. - The detailed capital flow for individual stocks indicates: - Fangda Carbon had a net inflow of 205 million yuan from major funds, but a net outflow of 68.17 million yuan from retail investors [2]. - Dazhong Mining saw a net inflow of 124 million yuan from major funds, with retail investors withdrawing 54.88 million yuan [2]. - Steel Titanium Co. (000629) had a net inflow of 48.86 million yuan from major funds, while retail investors withdrew 48.66 million yuan [2].

Core Viewpoint - The lithium battery, lithium mining, and energy storage sectors in the A-share market have experienced a surge in stock prices, driven by favorable policies and rising demand for lithium products [1]. Group 1: Market Trends - The National Energy Administration has issued guidelines to promote the integrated development of new energy, focusing on the construction of new hydropower and wind-solar integrated bases [1]. - From October 14 to November 10, the price of lithium carbonate futures rose by 20%, indicating strong demand in the lithium industry [1]. - The production of lithium iron phosphate is at a high level, with leading manufacturers operating at full or even over capacity, suggesting a sustained strong supply-demand dynamic until the end of the year [1]. Group 2: Price Movements - The price of VC electrolyte additive (ethylene carbonate) has surged significantly, driven by supply-demand imbalances and increased demand from the new energy sector. On November 12, VC prices jumped by over 40,000 yuan per ton, a rise of over 50%, marking a total increase of 150% from the bottom price of 45,000 yuan [1]. Group 3: Stock Performance - Several companies in the energy storage sector have seen significant stock price increases, with notable performers including: - Tianhong Lithium Battery: 28.78% increase, market cap of 3.9 billion yuan, YTD increase of 154.76% [2]. - Shangneng Electric: 20% increase, market cap of 22.5 billion yuan, YTD increase of 42.58% [2]. - Wanrun New Energy: 15.5% increase, market cap of 12.9 billion yuan, YTD increase of 112.27% [2]. - In the lithium battery sector, companies such as: - Lianhong New Science: 10% increase, market cap of 29.8 billion yuan, YTD increase of 62.77% [3]. - Yongxing Materials: 10% increase, market cap of 29.1 billion yuan, YTD increase of 46.49% [3]. - The lithium mining sector also saw gains, with: - Shengxin Lithium Energy: 10% increase, market cap of 28.4 billion yuan, YTD increase of 125.11% [4]. - Dazhong Mining: 10% increase, market cap of 38.5 billion yuan, YTD increase of 200.94% [4].